Integrating IndiaMART Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for your stationary designing services using Pabbly Connect with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating IndiaMART leads with Salesforce, first access Pabbly Connect. Open your browser and type the URL for Pabbly Connect to reach the homepage. Here, you will see options to either sign in or sign up for free.

If you are a new user, click on the sign-up button to create your account, which takes just a couple of minutes. Existing users can log in directly. Once logged in, you can explore the features of Pabbly Connect and start building your automation workflow.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. You will be prompted to name your workflow, so enter a descriptive name like ‘Add IndiaMART Leads to Salesforce for Stationary Designing Service’.

• Click on the ‘Create’ button to save your workflow.
• You will see two windows for setting up triggers and actions.

In this step, you will define the trigger and action for your automation. The trigger will be the event that starts the workflow, while the action is what happens as a result of that trigger. Choose IndiaMART as your trigger application and Salesforce for the action step.

3. Setting Up the Trigger with IndiaMART

To set up the trigger in Pabbly Connect, select IndiaMART and choose the trigger event ‘New Leads’. This means every time you receive a new lead through IndiaMART, the workflow will initiate.

Copy the webhook URL provided by Pabbly Connect, as this will be used to connect IndiaMART with Pabbly Connect. Navigate to your IndiaMART account, go to the Lead Manager section, and select the Push API option to paste this webhook URL. Activate it to allow data transfer.

• Deactivate any existing webhook before adding the new one.
• Provide the platform name as ‘Pabbly Connect’ when prompted.

Once the webhook is activated, return to Pabbly Connect to test the connection by submitting a dummy lead inquiry in IndiaMART. This will help capture the response needed for the next steps.

4. Adding Salesforce as the Action Step

Now that you have set up the trigger, it’s time to add Salesforce as the action application in Pabbly Connect. Select Salesforce and choose the action event ‘Create Record’ to add the new lead as a contact.

Connect your Salesforce account to Pabbly Connect by allowing the necessary permissions. Once connected, you will need to map the fields from the lead inquiry to the corresponding fields in Salesforce.

Map the first name and last name separately using the split text feature. Ensure to include company name, email, phone number, city, state, and inquiry message in the mapped fields.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to verify that the lead is successfully added to your Salesforce account.

5. Conclusion: Automating Your Lead Management

By following these steps, you have successfully integrated IndiaMART leads with Salesforce using Pabbly Connect. This automation allows you to manage your stationary designing service inquiries efficiently.

Now, every time you receive a new lead through IndiaMART, it will automatically be added to your Salesforce CRM as a contact. This eliminates manual data entry and streamlines your workflow, making it easier to convert leads into customers.

In conclusion, leveraging Pabbly Connect for automation can significantly enhance your business operations, allowing you to focus on delivering quality design services.